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Trying to steer clients toward a particular investment—or away from one—can be an exercise in futility if you don't address the faulty logic that underlies their position. Here are the top five biases that trap investors and strategies for how to handle them.
Stumped on the practical benefits of behavioral finance? Here's how to use research in this field to build better portfolios, help investors clarify their needs and goals, and improve your client relationships.
How much alpha do you need to compensate for active management? It depends on the security, but few active investments offer enough performance to consistently overcome the costs of taxes, turnover, and fees.
Do you actively manage index funds? Or passively manage active funds? Your style of account management can make a difference in your clients' returns—no matter what kind of funds you use.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025